In this episode of Tascha Labs podcast, I cover: - Contrarian investing v.s. trend following: which is better? - Using market cycle indicators on individual tickers: is it applicable? - Automating market cycle analysis with models: Should you do it? - Outlook for next crypto cycle and factors of influence - How to evaluate Ethereum as a long-term investing candidate Chapters: 00:00:00 - Balancing Being a Contrarian and Going with the Market Trend 00:06:55 - Finding Your Investment...

In this episode of Tascha Labs podcast, I discuss: - the possible drivers of recent selloffs in ETH and BTC - whether it's time to re-enter the market - how to think about the reward-risk profile of your investment decisions - and what you can do to increase the expected value (EV) of your investing quickly without other major adjustments. Chapters: 00:00:00 - Crypto Market Movement Analysis 00:05:19 - Understanding Price Movements in the Market 00:10:28 - Potential Financial Troubles for...

In this episode of Tascha Labs podcast, I discuss one of the most important investment edges you can have-- the art of recognizing and being in sync with market cycles. I'll talk about how you can develop your own robust framework for mastering the market cycles, and continuously optimize it, to achieve better returns and minimize drawdowns. Chapters: 00:00:00 - Importance of Understanding Market Cycles 00:05:40 - Detecting Market Cycles: An Investigative Framework 00:11:14 - Seasons and...

In this episode of Tascha Labs podcast, I discuss one of the most important investment edges you can have-- the art of recognizing and being in sync with market cycles. I'll talk about how you can develop your own robust framework for mastering the market cycles, and continuously optimize it, to achieve better returns and minimize drawdowns. Sign up for my free newsletter at https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 |...

In this episode of Tascha Labs podcast, I cover - Why crypto didn't follow the recent rally in US equities, despite historical correlation - The urgent need for regulations in web3 and what good regulation entails - The unbalanced state of web3 innovation and how it may impact the sector's long term potential Chapters: 00:00:00 - Lack of Exciting Developments in the Crypto Market 00:05:34 - The Market's Lack of Movement in the Past Months 00:11:09 - Bull Run Led by AI stocks 00:16:46 -...

In this episode of Tascha Labs podcast, I cover - Why crypto didn't follow the recent rally in US equities, despite historical correlation - The urgent need for regulations in web3 and what good regulation entails - The unbalanced state of web3 innovation and how it may impact the sector's long term potential Sign up for my free newsletter: https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of the Tascha Labs podcast, we explore the current status of the Multi-Chain Thesis, with Sergey Gorbunov, Co-Founder and CEO of Axelar. We dive into the world of multi-chain ecosystems, the factors driving consolidation in crypto liquidity, and the benefits for web3 applications to go multi-chain. We also touch on the architectural pros and cons of different cross-chain tech stacks and the future of the multi-chain thesis. Related links:...

In this episode of the Tascha Labs podcast, I'll walk you through the steps to implement an internally consistent framework for profitable crypto investing, with a little help from our friend ChatGPT. Subscribe to the Tascha Labs newsletter at https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast I talk about: *banking crisis in Silicon Valley: SVB, Silvergate, Signature and what it means for monetary policy direction *crypto market outlook *blockchain economies’ long term existential rivals Subscribe to the Tascha Labs newsletter at 👉 https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast, we talk all about angel investing in Web3-- the why, the how, the potentials, and the pitfalls. Joining me is Paul Pesek, cofounder of WAGMI Ventures, a fast growing Web3 angel syndicate. Tune in to learn about how to select deals, evaluate projects, and structure your portfolio as an angel investor, and recent trends in web3 early stage investing. Interested in joining Tascha Labs x WAGMI syndicate and get in the know of future deal flows? Apply here...

In this episode of Tascha Labs podcast, I talk to Sreeram Kannan, founder of EigenLayer, about a new Ethereum staking modality called “re-staking”. This is a new innovation that can help scale a proof-of-stake ecosystem by improving the system’s capital efficiency. Lots of interesting and potentially complex economic implications for the Ethereum platform can happen if this type of new regime gets adopted widely. We’ll dig into much of that in this conversation. 0:00 - Today's topic 0:15 -...

In this episode of Tascha Labs podcast I talk about: Macro big picture for this year Crypto market outlook Three investment perspectives Timestamp 00:00 - Introduction Macro big picture for this year 00:57 - What is the macro picture right now? Crypto market 2023 14:30 - Is the bottom in? 16:20 - Does that mean we have a bull market? 17:40 - Why is crypto pumping so much in past few weeks? 21:30 - Sum up Three Investment perspectives 23:50 - Beatendown names with good traction 28:15 -...

I made a new year’s gift for you! This simple web3 platform valuation tool helps you quickly estimate how much a blockchain (or other similar types of web3 platform) is worth given its traction level & crypto market condition. This episode of Tascha Labs podcast gives a quick walkthrough of how to use this tool to valuate an Ethereum L2 like Arbitrum. You can play around with it here 👉 https://web3-valuation.taschalabs.com/ Subscribe to Tascha Labs Podcast | Crypto Investment through...

In this episode of Tascha Labs podcast I talk about: A valuation framework to assess blockchain platforms 👉 https://taschalabs.com/the-most-overvalued-undervalued-blockchain-platforms-right-now/ Impact of token supply on price 👉 https://taschalabs.com/the-curious-effect-of-token-supply-on-price/ Timestamp 00:00 - Introduction 1. A valuation framework to assess blockchain platforms 00:57 - What will determine the price of a blockchain native token? 07:40 - How is this useful for...

One day last year I was debating with a dear friend– who’s a bit of an ethereum maxi– about Ethereum vs other L1s. He said, “Once Eth L2 rollups are up and running, cost and speed advantages of other L1s won’t exist anymore.” I said, “I’m bullish on Eth L2s as well. But nothing’s stopping other L1s to also have rollups. You can have layer 2s on, say, Solana!” Honestly though, I didn’t expect L2 for Solana to be happening, at least not soon. But web3 moves at warp speed– Solana L2 is a...

In this episode of Tascha Labs podcast I discuss: · where we are in the market cycle for equity and crypto · how this bear market is different from previous lengthy market downturn such as 2008/09 cycle and what it means for market rebound pattern going forward · what to do to prepare yourself for a market recovery in the next 6 months Subscribe to Tascha Labs newsletter https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 |...

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

I’ve had several guests on the Tascha Labs podcast in the past month to talk about their projects. In this episode you’ll get my candid opinions about them, including: · Socios · Sweatcoin · Sei Network I also talk about the outlook for the web3 sectors these projects are in, namely, fan token platforms, move-to-earn platforms, and DeFi scaling infrastructure. Enjoy! 0:00 - Intro 2:43 - Market updates 8:19 - Market outlook 10:12- What I think of Socios fan tokens 15:50 - Athlete /...

After I wrote about my thoughts on sports fan tokens recently (https://taschalabs.com/fan-tokens-new-ponzi-or-new-paradigm/), Alex Dreyfus, who is the CEO of Socios, the largest fan token platform in the world, reached out. He told me I'm biased and some of my views are not correct. That's nice to hear :) So I brought Alex on the Tascha Labs podcast to talk about his vision for fan tokens and how he thinks web3 will change the century-old business model of the sports industry. This is...

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A common criticism of current web3 landscape is a lack of “real world” use cases and successful applications beyond ponzi-nomic vaporware. That’s why on today’s Tascha Labs podcast I’m super excited to chat with founders of Sweatcoin— a consumer company that has leveraged a web3 business model to get to 100 million+ users and continues to grow. If you’re a web3 founder, this is a must listen as we go through every aspect of getting Sweatcoin off the ground, from tokenomics to growth...

Subscribe to Tascha Labs free newsletter https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

Subscribe to Tascha Labs free newsletter https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise